1 Introduction

Institutions seeking funding from the Department of Energy’s (DOE) Office of Science (SC), or with active funding, will have a variety of preproposals, Letters of Intent (LOIs), proposals, and awards. Throughout the lifecycle of any of these resources, a user within the organization may require access to assist with a submission or related activities. The Admin Sponsored Research Officer (SRO) at the institution has permissions to Manage Peer Access, granting users at the institution permissions to view, edit, delete, submit, or manage peer access themselves.

The purpose of this document is to provide step-by-step instructions for users to follow to Manage Peer Access for users registered to their institution.

2 Prerequisites

Before a user can Manage Peer Access, the following criteria must be met:

• The user has an active, external PAMS account.
• The user is an Admin SRO at the institution with the Manage Users, Submit to DOE, and Manage Institution Profile Permissions
  OR
  the user submitted the resource (preproposal, LOI, proposal).

3 Managing Peer Access

Most often, peer access is managed by resource. Use the following steps to Manage Peer Access for preproposals, Letters of Intent (LOI), proposals, and awards.

1. Log in to your external PAMS account at (Figure 1): https://pamspublic.science.energy.gov/webpamsepsexternal/login.aspx

Figure 1. PAMS External Login

2. PAMS will load the homepage (Figure 2). From here, you must decide which resource you would like to manage. To manage preproposals, continue to the next section. To manage LOIs, skip ahead to Section 3.2 Manage Letters of Intent (LOI). To manage proposals, skip ahead to Section 3.3 Manage Proposals. To manage awards, skip ahead to Section 3.4 Manage Awards.

3.1 Managing My Preproposals

1. To manage preproposals, click View My Preproposals under the “Common Actions” section on the right side of the page (Figure 2).

Figure 2. PAMS Homepage, View My Preproposals

2. PAMS will navigate you to the “My Preproposals” page, which lists all of the preproposals assigned to you in PAMS. Browse the list or use the filters or advanced search above the grid to locate the preproposal for which you would like to manage peer access. Once you have located the preproposal, click Manage Peer Access in the Actions/Views menu in the Options column (Figure 3).

Figure 3. My Preproposals, Manage Peer Access

3. PAMS will navigate you to the “Manage Peer Access – User List” page, which lists every user with access to the preproposal. Browse the list or use the filters or advanced search above the grid to locate the user whose access you would like to manage. Once you have located the user, click Manage Peer Access in the Actions menu in the Options column (Figure 4).

Figure 4. Manage Peer Access – User List, Manage Peer Access

4. PAMS will navigate you to the “Manage Peer Access – User” page, which displays the user’s current permissions on the preproposal. All users on the preproposal will possess the View permission, but they may also possess the Edit, Submit, Delete, or Manage Peer Access permissions. Select the checkbox for each additional permission you would like to grant the user (Figure 5).

5. Once you have made your selections, click Save and Continue in the bottom right corner of the page.

Figure 5. Manage Peer Access – User, Permissions

6. PAMS will return you to the “Manage Peer Access – User List” page, and display a Success message confirming that the user’s peer access privileges have been updated successfully (Figure 6).

Figure 6. Manage Peer Access – User List, Success

3.2 Managing My Letters of Intent (LOI)

1. To manage LOIs, click View My Letters of Intent under the “Common Actions” section on the right side of the page (Figure 7).

Figure 7. PAMS Homepage, View My Letters of Intent (LOI)

2. PAMS will navigate you to the “My Letters of Intent (LOI)” page, which displays all of the LOIs that are assigned to you in PAMS. Browse the list or use the filters or advanced search above the grid to locate the LOI for which you would like to manage peer access. Once you have located the LOI, click Manage Peer Access in the Actions/Views menu in the Options column (Figure 8).

Figure 8. My Letters of Intent (LOI), Manage Peer Access

3 PAMS will navigate you to the “Manage Peer Access – User List” page, which lists every user with access to the LOI. Browse the list or use the filters or advanced search above the grid to locate the user whose access you would like to manage. Once you have located the user, click Manage Peer Access in the Actions menu in the Options column (Figure 9).

Figure 9. Manage Peer Access – User List, Manage Peer Access

4. PAMS will navigate you to the “Manage Peer Access – User” page, which displays the user’s current permissions on the LOI. All users on the LOI will possess the View permission, but they may also possess the Edit, Submit, Delete, or Manage Peer Access permissions. Select the checkbox for each additional permission you would like to grant the user (Figure 10).

5. Once you have made your selections, click Save and Continue in the bottom right corner of the page.

Figure 10. Manage Peer Access – Users Access, Permissions

6. PAMS will return you to the “Manage Peer Access – User List” page, and display a Success message confirming that the user’s peer access privileges have been updated successfully (Figure 11).

Figure 11. Manage Peer Access, Success

3.1 Managing My Proposals

1. To manage proposals, click View My Proposals under the “Common Actions” section on the right side of the page (Figure 12).

Figure 12. PAMS Homepage, View My Proposals

2. PAMS will navigate you to the “My Proposals” page, which displays all of the proposals that are assigned to you in PAMS. Browse the list or use the filters or advanced search above the grid to locate the proposals for which you would like to manage peer access. Once you have located the proposal, click Manage Peer Access in the Actions/Views menu in the Options column (Figure 13).

Figure 13. My Proposals, Manage Peer Access

3. PAMS will navigate you to the “Manage Peer Access – User List” page, which lists every user with access to the proposal. Browse the list or use the filters or advanced search above the grid to locate the user whose access you would like to manage. Once you have located the user, click Manage Peer Access in the Actions menu in the Options column (Figure 14).

Figure 14. Manage Peer Access – User List, Manage Peer Access

4. PAMS will navigate you to the “Manage Peer Access – User” page, which displays the user’s current permissions on the proposal. All users on the proposal will possess the View permission, but they may also possess the Edit, Submit, Delete, Withdraw, Edit Revised Budget, Submit Revised Budget to SRO, and Manage Peer Access permissions. Select the checkbox for each additional permission you would like to grant the user (Figure 15).

5. Once you have made your selections, click Save and Continue in the bottom right corner of the page.

Figure 15. Manage Peer Access – Users, Permissions

6. PAMS will return you to the “Manage Peer Access – User List” page, and display a Success message confirming that the user’s peer access privileges have been updated successfully (Figure 16).

Figure 16. Manage Peer Access – Success

3.4 Managing My Awards

1. To manage awards, click View My Awards under the “Common Actions” section on the right side of the page (Figure 17).

Figure 17. PAMS Homepage, View My Awards

2. PAMS will navigate you to the “My Awards – List” page, which displays all of the awards that are assigned to you in PAMS. Browse the list or use the filters or advanced search above the grid to locate the award for which you would like to manage peer access. Once you have located the award, click Manage Users in the Actions/Views menu in the Options column (Figure 18).

Figure 18. My Awards – List, Manage Users

3. PAMS will navigate you to the “Users – List” page, which lists every user with access to the award. Browse the list or use the filters or advanced search above the grid to locate the user whose access you would like to manage. Once you have located the user, click Update in the Actions/Views menu in the Options column (Figure 19).

Figure 19. Users – List, Update

4. PAMS will navigate you to the “Awards – Update User Access” page, which displays the user’s current permissions on the award. All users on the award will possess the View permission, but they may also possess the Create, Edit, Submit, Delete, and Administer permissions. Select the checkbox for each additional permission for Award Modification Requests you would like to grant the user (Figure 20).

5. Once you have made your selections, click Save and Continue in the bottom right corner of the page.

Figure 20. Awards – Update User Access, Permissions

6. PAMS will return you to the “User – List” page, and display a Success message confirming that the user’s access has been updated successfully (Figure 21).

Figure 21. Awards – Success

3.5 Institution – Manage Users

If you do not want to manage users’ peer access by resource, you can also manage users at the institution level. Use the following steps to manage users from the Institution Tab.

1. To manage a user by institution, navigate to the Institutions tab (Figure 22).

Figure 22. PAMS Homepage – Institutions Tab

2. PAMS will load the “Institutions – List” page, which displays all of the institutions you are registered to in PAMS. Choose an institution, and select Manage Users in the Actions/Views menu in the Options column (Figure 23).

Figure 23. Institutions – List, Manage Users

3. PAMS will navigate to the “Manage Users” page. There are five Manage Users options: By Letter of Intent, By Preproposal, By Proposal, By Award, and By Users. To perform one of these Manage Users actions, click the magnifying glass for the resource of choice (Figure 24).

Figure 24. Manage Users

3.5.1 By Letter of Intent

Upon selecting By Letter of Intent on the “Manage Users” page, PAMS will load search parameters.

1. Enter the LOI Tracking Number, Project Title (like), or Solicitation Number (like), and click Search to narrow your LOI results OR click Search with no parameter to search all LOIs submitted by your institution (Figure 25).

Figure 25. Manage User, By Letter of Intent

2. PAMS will navigate to the “Manage Users – Letters of Intent” page. Browse the list or use the filters or advanced search above the grid to locate the LOI for which you would like to manage peer access. Once you have located the LOI, click Manage Peer Access in the Actions menu in the Options column (Figure 26).

Figure 26. Manage Users – Letters of Intent, Manage Peer Access

3. Refer to Section 3.2 Managing My Letters of Intent, steps 3-6 above.

3.5.2 By Preproposal

Upon selecting By Preproposal on the “Manage Users” page, PAMS will load search parameters.

1. Enter the Preproposal Tracking Number, Project Title (like), or Solicitation Number (like), and click Search to narrow your preproposal results OR click Search with no parameters to search all preproposals submitted by your institution (Figure 27).

Figure 27. Manage Users, By Preproposal

2. PAMS will navigate to the “Manage Users – Preproposals” page. Browse the list or use the filters or advanced search above the grid to locate the preproposal for which you would like to manage peer access. Once you have located the preproposal, click Manage Peer Access in the Actions menu in the Options column (Figure 28).

Figure 28. Manage Users – Preproposals, Manage Peer Access

3. Refer to Section 3.1 Managing My Preproposals, steps 3-6 above.

3.5.3 By Proposal

Upon selecting By Proposal on the “Manage Users” page, PAMS will load search parameters.

1. Enter the Agency Tracking Number, Grants.gov Tracking Number, Project Title (like), or Solicitation Number (like), and click Search to narrow your proposal results OR click Search with no parameters to search all proposals submitted by your institution (Figure 29).

Figure 29. Manage Users, By Proposal

2. PAMS will navigate to the “Manage Users – Proposals” page. Browse the list or use the filters or advanced search above the grid to locate the proposal for which you would like to manage peer access. Once you have located the proposal, click Manage Peer Access in the Actions menu in the Options column (Figure 30).

Figure 30. Manage Users – Proposals, Manage Peer Access

1. Refer to Section 3.3 Managing My Proposals, steps 3-6 above.

3.5.4 By Award

Upon selecting By Award on the “Manage Users” page, PAMS will load search parameters.

1. Enter the Award Number (like) or Award Title (like), and click Search to narrow your award results OR click Search with no parameters to search all awards for your institution (Figure 31).

Figure 31. Manage Users, By Award

2. PAMS will navigate to the “Manage Users – Awards” page. Browse the list or use the filters or advanced search above the grid to locate the award for which you would like to manage peer access. Once you have located the award, click Manage Peer Access in the Actions menu in the Options column (Figure 32).

Figure 32. Manage Users – Awards, Manage Peer Access

3. Refer to Section 3.4 Managing My Awards, steps 3-6 above.